The Woodlands, TX CPA Firm

8111 Ashlane Way, Suite 113

The Woodlands, TX 77382

Tax Planning and Preparation for Rental Property Investors

Real Estate Investors

Rental property investors have to deal with complex tax regulations that can make tax preparation and tax planning difficult. We are specialized in rental property taxation and we can bring significant tax savings to our clients that invest in real estate. Through carefully thought tax planning and client education, our clients can make informed investment decisions and they can have the peace of mind that their taxes are in order and can sustain IRS scrutiny.

Long-term rentals and properties rented short-term using online platforms, like Airbnb or Vrbo, have very different tax rules that apply, but in both cases, we consider for our clients the most tax deductions that they are eligible for and we educate them on compliance and recordkeeping requirements.

For taxpayers that want to save on tax preparation fees and are interested in self-educating themselves in rental property taxation, we devised a comprehensive rental property taxation course that addresses issues such as: what to do when you buy a rental, basis and depreciation issues, tax treatment of repairs, selling the rental property reporting, personal use day IRS definition and how personal use days impact your taxes, definition of short-term versus long-term rentals, passive versus non-passive activities, when to take the qualified business income deduction, when you can escape the net investment income tax, when self-employment tax applies, what tax forms to use, when to file 1099 forms, real estate professional status, elections available to real estate investors, timing and tax planning strategies.

This course is for the tax savvy real estate investor. If you are interested in this course and you would like to find out more information, send us an email at

If you do not want the headache of dealing with the complexity of the tax law and you are interested in our tax preparation and tax planning services, click here to schedule an appointment.